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High Ground Investment Management LLP

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13F filer, CIK 1828180, LONDON, United Kingdom

High Ground Investment Management LLP reported $1,138,693,084 across 7 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-20.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001828180-26-000004

Period
2026-06-30
Reported value
$1.14B
Holdings
7
Top 10 weight
100%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TMUSnew+890,172$149M
ELVadded+335,760$130M
ACGLadded+818,515$79.4M
EXPnew+274,599$61.8M
AERadded+381,557$55.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HUMreduced-62,911-$25M
HCCreduced-105,769-$8.58M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001828180-26-000004, largest first. % of portfolio is the value over $1,138,693,084, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,370 shares; 2024Q4: 209,010 shares; 2025Q1: 222,030 shares; 2025Q2: 242,842 shares; 2025Q3: 289,232 shares; 2025Q4: 326,081 shares; 2026Q1: 344,144 shares; 2026Q2: 679,904 shares 679,904$263M23.09%+335,760Timeline
ACGLARCH CAP GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320,071 shares; 2024Q4: 1,108,464 shares; 2025Q1: 1,326,549 shares; 2025Q2: 1,656,517 shares; 2025Q3: 1,714,668 shares; 2025Q4: 1,812,072 shares; 2026Q1: 1,793,857 shares; 2026Q2: 2,612,372 shares 2,612,372$254M22.27%+818,515Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 748,519 shares; 2025Q4: 1,176,170 shares; 2026Q1: 1,211,573 shares; 2026Q2: 1,593,130 shares 1,593,130$232M20.4%+381,557Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,767 shares; 2024Q4: 424,403 shares; 2025Q1: 430,498 shares; 2025Q2: 495,383 shares; 2025Q3: 503,801 shares; 2025Q4: 493,963 shares; 2026Q1: 510,879 shares; 2026Q2: 447,968 shares 447,968$178M15.63%-62,911Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,571 shares; 2024Q4: 26,164 shares; 2025Q1: 26,164 shares; 2025Q2: 26,164 shares; 2025Q3: 26,164 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 890,172 shares 890,172$149M13.11%newTimeline
EXPEAGLE MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 274,599 shares 274,599$61.8M5.43%newTimeline
HCCWARRIOR MET COAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,814 shares; 2024Q4: 172,113 shares; 2025Q1: 266,781 shares; 2025Q2: 294,059 shares; 2025Q3: 251,884 shares; 2025Q4: 158,344 shares; 2026Q1: 117,047 shares; 2026Q2: 11,278 shares 11,278$915K0.08%-105,769Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001828180-26-000004 base2026-07-20acceptance time not in the bulk data set